BFSG LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

BFSG LLC’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Hold	594	–	–	0.03%	229
2025 Q4	$285K	Sell	594 -30	-5%	-$14.2K	0.03%	234
2025 Q3	$289K	Hold	624	–	–	0.03%	235
2025 Q2	$275K	Buy	624 +26	+4%	+$10.8K	0.03%	224
2025 Q1	$251K	Hold	598	–	–	0.03%	221
2024 Q4	$254K	Buy	598 +52	+10%	+$22.5K	0.03%	210
2024 Q3	$231K	Sell	546 -14,980	-96%	-$6.09M	0.03%	235
2024 Q2	$6.07M	Buy	15,526 +382	+3%	+$148K	0.77%	35
2024 Q1	$6.02M	Buy	15,144 +14,803	+4,341%	+$5.7M	0.8%	35
2023 Q4	$129K	Buy	+341	New	+$119K	0.02%	283

Other funds holding DIA

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return